See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,546 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,105 | $87,870+153.9% | $113,168+97.1% | $74,304+200.3% |
| Participation rate | 98.1% | 70.7%+27.3pp | 76.6%+21.5pp | 60.3%+37.7pp |
| Annual return | 18.77% | 26.44%-7.7pp | 24.27%-5.5pp | 29.43%-10.7pp |
| Employer contribution / active EE | $3,248 | $2,277+42.6% | $2,975+9.2% | $2,241+44.9% |
| Participant deferral / active EE | $8,071 | $4,241+90.3% | $5,107+58.0% | $3,767+114.2% |
| Admin fee / account holder | $11 | $3,368-99.7% | $12,068-99.9% | $2,969-99.6% |